Completing a census

Once you have determined that a census is complete - usually after you have scanned all the records with a barcode scanner and uploaded this information to Content Manager - complete it in Content Manager by following these steps:

1. From the Manage ribbon, click Census
2. Select the census item you want to complete
3. Right-click and select Complete.

   The Complete Census dialogue box appears.

4. Change Description, Date and Time Completed if they have changed
5. Decide what to do with records that were either relocated or not during the census period:
   • For records that were not marked during the census - select from the options:
     • Display them in a Search Window - displays all records that were not relocated during the census period.

       This enables you to modify the record's Location and other details, if required.

     • Set Assignee as 'Missing' - sets all records that were not relocated during the census period to Missing.

       You can search for missing records using the Missing Records search method in the Records Management category of search methods.

       See Records Management search methods.

     • Copy them to the Work Tray - copies the records to your Work tray and you can decide later what to do with them.

       Make sure your Work tray is empty first to avoid any confusion.

   • For records that had the Assignee changed during the Census period - select from the options:
     • Display them in a Search Window - displays all records that were relocated during the census period.

       This enables you to modify the record's Location and other details, if required.

6. Click OK to complete the census.